Overview

Agency owner with an office of five financial advisors/wealth managers looking to grow both organically and through practice acquisition. Agency has talented mix of experienced investment, insurance, and tax professionals. Our group has a long-term relationship approach with clients to thoroughly cover their needs and goals. Looking to help a seasoned advisor transition his/her practice through a business acquisition. Any/all ideas and plans will be considered. We have successfully helped four advisors transition into retirement over the past 20 years, and perhaps we can help you as well!

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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